Welcome

OverviewTaxesSettingsSign out

Dashboard

equity details

Your Grants

Company:
Annual Salary:
Number of shares:
Filing status:
Fair maket value:
Strike price:

Portfolio

Estimated total grant value
Vested shares %
Unvested shares %
Insert equity portfolio here

Exercise Planner

Total cost to exercise shares
$133,102.50
Total value of vested equity
$200,000.00
Profit from vested equity
$66,898.00
Taxes from exercise
$13,102.50
Optimize exercise
Optimizing equity with your advisor helps to:

Meet your advisor

Derrick Madole, CPA

Derrick has over 14 years of public accounting experience. His experience includes individual, corporate, flow-through, and fiduciary federal and state income taxes. He's a Certified Public Accountant from the State of Texas, and specializes in equity compensation tax strategies.

Derrick holds both a Master of Business Administration in Accounting, and a Master of Jurisprudence in International Taxation from the Texas A&M School of Law.